What ROI to Expect When Investing in Salesforce Managed Services?

Salesforce Managed Services can be a game-changer for businesses, offering continuous support, optimization, and scalability. But the return on investment (ROI) varies across industries, business sizes, and priorities.

Whether you are planning to invest or already using managed services, this article helps you understand what ROI to expect and how to maximize it.

Why Salesforce Managed Services?

Salesforce is not a one-and-done implementation; it requires regular maintenance, enhancements, and strategic management to evolve with your business. Managed services provide proactive monitoring, issue resolution, and system optimization, ensuring you get the most out of your investment.

These services let your team focus on core tasks while experts manage updates, integrations, and customizations. But the value you gain goes beyond technical management—it can directly influence productivity, customer experience, and revenue growth.

For Those Planning to Invest: Key Factors to Consider

Here are the critical factors you need to evaluate before signing up for Salesforce Managed Services:

1. Scalability Needs: Is your business likely to expand, needing constant updates and integrations with new tools?
2. Customization & Automation: Does your Salesforce platform require frequent tweaks, automation, or reporting customization?
3. Internal Capabilities: Do you have an in-house team for Salesforce support, or do you need external expertise to manage it?
4. Budget & Time Savings: Evaluate how much time and budget managed services will save your business in the long run compared to managing Salesforce yourself.

Pro Tip: Choose a provider that offers customized service plans aligned with your industry’s unique requirements.

For Businesses Already Using Salesforce Managed Services: What to Expect from Your ROI

If you’re already working with a managed services provider, it’s important to know what tangible outcomes to expect. Below are examples of ROI across different industries:

1. Retail Industry – Enhanced Customer Experience & Sales Growth

Managed services help retailers leverage Salesforce to personalize customer journeys and manage loyalty programs seamlessly. ROI shows up through:

• Improved conversion rates with personalized offers
• Better inventory management through real-time reporting
• Increased customer retention through automated follow-ups

Expected ROI: Higher revenue per customer and streamlined operations.

2. Manufacturing Industry – Operational Efficiency & Forecasting Accuracy

Manufacturers rely on Salesforce to optimize operations and forecast demand accurately. Managed services ensure:

• Seamless ERP-Salesforce integration for better data flow
• Automated reporting on production forecasts and sales trends
• Proactive system maintenance to prevent downtime

Expected ROI: Reduced operational costs and more accurate forecasting.

3. Healthcare Industry – Better Patient Engagement & Compliance

Healthcare providers use Salesforce to improve patient engagement while ensuring compliance. Managed services help by:

• Automating patient follow-ups and appointment scheduling
• Ensuring data security and compliance with healthcare regulations
• Enhancing the CRM to track patient journeys effectively

Expected ROI: Increased patient satisfaction and reduced compliance risks.

4. Financial Services Industry – Faster Processes & Regulatory Compliance

In financial services, time is money. Salesforce Managed Services help institutions streamline processes while staying compliant.

• Automate loan processing and customer onboarding workflows
• Improve regulatory compliance with secure CRM data management
• Provide faster service delivery through AI-powered tools

Expected ROI: Faster time-to-market for financial products, improved compliance, and higher customer satisfaction.

5. Nonprofit Sector – Streamlined Donor Management & Campaign Success

Salesforce Managed Services are crucial for nonprofits to manage donor relationships and fundraising campaigns efficiently.

• Automate donor engagement workflows and follow-ups
• Track fundraising campaign performance with real-time dashboards
• Ensure data accuracy with proactive duplicate management

Expected ROI: Increased donations, better campaign management, and improved donor retention.

What to Measure for ROI in Managed Services

To quantify the ROI of Salesforce Managed Services, track the following KPIs:

• System Uptime and Performance: Minimize downtime, ensuring critical systems are always operational.
• Productivity Gains: Measure how automation frees up time for your teams to focus on more valuable tasks.
• Cost Savings: Compare the expense of managed services to the cost of hiring and maintaining an in-house support team.
• Revenue Growth: Track how improvements in sales processes or customer experience translate to higher revenue.
• Customer Satisfaction: Use Net Promoter Scores (NPS) and feedback to gauge improvements in service delivery.

How to Maximize Your Salesforce Managed Services ROI

• Collaborate with Your Provider: Regularly review your business goals with your managed services team to align Salesforce configurations.
• Focus on Continuous Optimization: Managed services aren’t just for maintenance—they can proactively identify areas for improvement.
• Leverage Advanced Features: Use features like Salesforce Analytics, AI-powered insights, and automated workflows for maximum value.
• Monitor Progress with Dashboards: Set up dashboards to visualize ROI metrics and track progress against business goals.

Conclusion: Ready to Unlock the Full Value of Salesforce?

Investing in Salesforce Managed Services is more than just outsourcing maintenance—it's about unlocking the full potential of your Salesforce investment. Whether you’re a business just starting with Salesforce or you’ve already partnered with a managed services provider, knowing what ROI to expect helps you stay on track.

If you're looking to optimize your Salesforce platform, enhance productivity, and maximize your returns, now is the time to act. Connect with our Salesforce Managed Services team today—we’ll help you take your business to the next level!